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@Michelle Jabanes-Oracle-- Thank you for those suggestions. Clearing the entire cache was the ticket. At first we had only cleared one week's worth of cache, since the issue started happening on Tuesday of this week. However, it seemed that was not enough. Only after clearing the entire cache was the user able to utilize…
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Yes, @Joy Noreen Magoling-Oracle, that is correct: we'd like to make it so that users cannot save the record unless total amount = item rate x quantity.
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Following up on this one with a question of my own, @Joy Noreen Magoling-Oracle: Opposite of Jenny_LN's request, is there a setting to enforce that the line total amount must always equal the item rate times the quantity? I know we could use scripting to accomplish this, but if there's an out-of-the-box solution or setting…
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@Tigran Shahnazaryan--thank you for the explanation. May I ask where/how to do a "Print Summary" for the deposits? Is it the Print icon at the top of the list of Deposits? Or somewhere else? I don't typically work with any of the accounting-related aspects of NetSuite, so may I ask for some guidance? Much appreciated!
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@Tigran Shahnazaryan-- Thank you for those comments. I did some analysis between the customers in our two accounts and it looks like the names of the customers did change in Production. The names changes from longhand to shorthand form, which explains why we lost them in the search results when typing in "%norm". Now we…
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@Joahnna Given Uy-Oracle-- No need! We figured out what was causing the issue: on our Setup --> Marketing Preferences page, this box was checked: Which caused all our new leads to have a Global Subscription Status of "Soft Opt-Out": Therefore, no campaign emails were being sent to our "test" leads due to that status. After…
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I'm sorry, but I did: I marked that earlier in the week already.
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@User_LJQX7, @Angelica Mae Segador-Oracle-- Thank you both for your input. Our users want a "one-click" solution, so it sounds like scripting would be the more optimal route for us.
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@Michelle Jabanes-Oracle-- I take back what I said, Michelle: even in our production environment the Lead Nurturing Campaign that we set up using the workflow does not cause any emails to be send out. Our marketing team followed the steps in the Lead Nuturing Workflow setup guide…
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@User_LJQX7-- Thanks again, Tigran. I had actually come across this myself just the other week and forgot to follow up on it in the thread here to list the solution and mark it as resolved. So now I'll mark yours as the answer instead. 👍️
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@User_LJQX7 Perfect! Yes, it is a field added to a Sales Order record as part of a bundle. I had assumed it was a native field and hadn't bothered to look into the custom Transaction Body Fields. I found my answer right away once going there. Cheers!
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@Joahnna Given Uy-Oracle-- Certainly. Here is a screenshot of the Billed Sales Order: And here is a screenshot of the Pending Approval Sales Order:
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@Joahnna Given Uy-Oracle-- No, the status of the Sales Order does not seem to play a factor in whether the Work Order # prints on the form. Regardless of status, we always get Yes or No when we try to utilize the {item.createwo} field. Here is the printout from a Sales Order that has a status of Pending Fulfillment: And…
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Hello, @Joahnna Given Uy-Oracle-- Thank you for the input; however, as I mentioned to Miguel above, when we utilize the {item.createwo} field, we get a "Yes" or a "No" value in the PDF: Is this unique to our environment? We are using the Netsuite CPQ Configurator bundle (108493), so do you think that might be changing our…
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Good day, @Joahnna Given Uy-Oracle-- For example, if we take the Sales Order shown below, we want to list both Work Order numbers (WO-103 and WO-105) on our customized Sales Order PDF printout: However, we do not know a way using Freemarker to be able to print the Work Order number onto the PDF. We are able to print the ID…
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Hi, @Miguel Ariza - Sol4IT -- Thanks for the tip. We had already tried that one, however--all it does is print "Yes" or "No" depending on whether a Work Order has been created for that item line. So it's still not quite the information we're looking for.
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Our users are at the point where they don't even WANT to use NetSuite until this defect is fixed--we just went live a few weeks ago and to have this happen so suddenly is certainly not helping with their acceptance of the new system.
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In that case, then, @Michelle Jabanes-Oracle, is there a way to NOT send those Delivery Status Notification emails? Is there a way that we can turn them off?
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Good day, @Michelle Jabanes-Oracle-- This might have been our mistake. This was happening on Item Fulfillment records, but it seems to be that the customer name is not clickable for any role (even Administrators) on those records-- meaning that this is likely standard NetSuite behavior for that transaction type. After…
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I am facing a similar issue as you, @Benjamin Paul - USA. We are trying to read the value of {record.createdfrom.actualshipdate} in an Invoice PDF template by tracing backward to its associated Sales Order, but in our case what is being printed is the Estimated Ship Date of the Sales Order, not the Actual Ship Date. And to…
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Yes, I have. When I do, I get this message upon template validation: So should I be using something other than record in the freemarker?
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That did the trick, @Michelle Jabanes-Oracle. After giving a specialized role Full permission level to the Sales Order record those users were able to remove the messages. Much appreciated!
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@Jack Daryl Espiel-Oracle: Thank you for that information. It worked perfectly! Very useful to know that we can use {shipzip} directly like that. Can we do the same with shipping/billing address fields like so: {shipaddress1} {shipattention} {shipstate} etc.?
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@paul.baudouin, may I ask how you created that custom hyperlink? We are using File Drag and Drop and are attempting to put a custom transaction line field on each line that would be the URL to the attached file for that line (we know that we can see the file by clicking on the item row and then selecting "Show Files from…
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Excellent. Fantastic. Exactly what we needed. Much appreciated, @Jack Daryl Espiel-Oracle.
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@Joahnna Given Uy-Oracle -- We were ultimately able to get the signature to work by using this package here on pub.dev and modifying some of the code: https://pub.dev/packages/oauth1 The issue seemed to be due to how we had been encoding the data prior to generating the signature key and base URL (UTF16 instead of UTF8)…